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Professional Wealth Management Assistant

1 month ago

Tunbridge Wells, Kent, United Kingdom Recruit UK Ltd. Full time
Job Summary

We are currently seeking a Financial Planning Administrator to join our team at Recruit UK Ltd. in Tunbridge Wells. This is an exciting opportunity for someone who wants to build a career in financial services and administration.

About the Position

In this role, you will be responsible for managing client relationships, ensuring accurate client data, and providing exceptional administrative support. You will work closely with our experienced team to deliver top-notch service to our clients.

Responsibilities
  1. Manage and administer client assets to ensure seamless service delivery.
  2. E nsure that all client data is accurate and up-to-date.
  3. Communicate regularly with clients to address their queries and concerns.
  4. Onboard new clients and provide ongoing support to existing ones.
  5. Prepare and coordinate client meetings to ensure successful outcomes.
  6. Effectively manage multiple tasks and priorities in a dynamic environment.
What We Offer
  • A competitive salary between £24,000 - £32,000 per annum.
  • Unlimited annual leave to promote work-life balance.
  • Flexible hybrid working arrangements to suit your needs.
  • Exam support to enhance your career prospects.
  • Access to a comprehensive benefits and perks package.